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Jamison Private Wealth Management’s Leggett & Platt LEG Stock Holding History

Jamison Private Wealth Management’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed – – 346
2024
Q3 		$0 Hold
200
– – ﹤0.01% 476
2024
Q2 		$2.43K Sell
200
-13,690
-99% -$193K ﹤0.01% 382
2024
Q1 		$266K Sell
13,890
-4,659
-25% -$101K 0.05% 158
2023
Q4 		$485K Sell
18,549
-4,704
-20% -$115K 0.09% 132
2023
Q3 		$591K Buy
+23,253
New +$654K 0.12% 112

Other funds holding LEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jamison Private Wealth Management's LEG Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Leggett & Platt (LEG) in Q4 2024, closing a stake of 200 shares.

Jamison Private Wealth Management first reported a position in LEG in Q3 2023 and held it in 5 quarters. The position peaked at $591K in Q3 2023. 351 funds tracked by Wall St. Rank hold LEG as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Leggett & Platt position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 200 Leggett & Platt shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Leggett & Platt in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Leggett & Platt position peaked at $591K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.